13F

Investor

Capital Wealth Planning, LLC

CIK 0001566728 · filed 2026-05-15 · SEC filing

13F book

$18.1B

Positions

151

28 new · 32 sold

Largest name

5.1%

Microsoft Corp · MSFT

Est. mark

$104M

Price effect on 123 names still held. Flow $2.58B.
NameTickerSharesValueWeightEst. markChange
Microsoft CorpMSFT2.51M$928.2M5.1%−$180.4MAdded$137.3M
Goldman Sachs Group Inc1.07M$903.1M5.0%−$42.3MAdded$68.9M
Apple Inc.AAPL3.55M$901.9M5.0%−$52.2MAdded$104.3M
RTX CorpRTX4.61M$888.9M4.9%$33.9MAdded$95.1M
Jpmorgan Chase & Co.2.87M$845.1M4.7%−$71.8MAdded$50.9M
Caterpillar IncCAT1.19M$840.3M4.6%$148.6MCut$76.8M
Chevron Corp NewCVX3.87M$799.8M4.4%$145.4MAdded$377.4M
American Express CoAXP2.63M$795.5M4.4%−$147.4MAdded−$3.07M
Tjx Cos Inc New4.66M$743.7M4.1%$23.7MAdded$115.1M
Home Depot, Inc.HD2.19M$720M4.0%−$29.5MAdded$80.7M
Visa Inc.V2.34M$708.3M3.9%−$101.7MAdded−$49.6M
Cme Group Inc.CME2.29M$675.9M3.7%$54MCut−$60.3M
Mcdonalds CorpMCD2.14M$665.5M3.7%$11.5MAdded$94M
Amgen IncAMGN1.85M$651.9M3.6%$35.3MAdded$178M
International Business Machs2.65M$642.3M3.5%−$127MAdded−$77.1M
Walmart Inc.WMT5.15M$640.6M3.5%$49.2MAdded$193.6M
Merck & Co., Inc.MRK4.52M$543.3M3.0%$65.6MCut$14.1M
Agnico Eagle Mines LtdAEM2.46M$499.2M2.8%$62.1MAdded$179.5M
Marathon Pete Corp1.64M$400.8M2.2%$120.7MAdded$155.6M
Fedex CorpFDX1.07M$380.6M2.1%New
Spdr Series Trust3.98M$364.9M2.0%$1.04MCut−$74.5M
Coca Cola CoKO4.79M$364.2M2.0%$27.2MAdded$71.3M
Duke Energy Corp New2.74M$358.9M2.0%$36.5MAdded$44.6M
Amplify Etf Tr3.27M$327.3M1.8%−$181.9KAdded$42.6M
Medtronic PlcMDT3.52M$305.2M1.7%New
Norfolk Southn Corp898.4K$257.8M1.4%New
Verizon Communications IncVZ3.79M$190.3M1.1%$36.3MCut$27.1M
Nvidia CorpNVDA581.1K$101.3M0.6%−$4.35MAdded$34.3M
Fastenal CoFAST1.71M$79.3M0.4%$10.7MCut−$15.2M
Alphabet Inc245.6K$70.6M0.4%−$3.31MAdded$29.9M
Invesco Qqq Tr122.2K$70.5M0.4%−$286.6KAdded$65.8M
Amazon Com IncAMZN238.8K$49.7M0.3%−$3.46MAdded$14.3M
Meta Platforms, Inc.META80K$45.7M0.3%−$6.69MCut−$500.5M
Taiwan Semiconductor Mfg Ltd125.6K$42.4M0.2%$1.56MAdded$15.3M
Spdr S&P 500 Etf Tr61.9K$40.2M0.2%−$1.8MAdded$1.36M
Nutrien Ltd.NTR502.2K$37.9M0.2%New
Broadcom Inc.AVGO116.7K$36.1M0.2%−$3.11MAdded$6.67M
Tesla, Inc.TSLA92.7K$34.4M0.2%−$4.27MAdded$9.83M
Bank Montreal Que234.4K$31.7M0.2%$303.9KAdded$18.9M
Alibaba Group Hldg Ltd242.4K$30.4M0.2%−$5.69MAdded$988K
Cameco CorpCCJ270.5K$29.4M0.2%$1.51MAdded$14.5M
Mitsubishi Ufj Finl Group In1.7M$28.8M0.2%$1.1MAdded$11.3M
Eli Lilly & CoLLY30.8K$28.3M0.2%−$1.98MAdded$14.6M
America Movil Sab De Cv1.04M$26.6M0.1%$1.61MAdded$19.7M
Astrazeneca Plc OrdAZN133.6K$26.3M0.1%New
Sumitomo Mitsui Finl Group I1.31M$25.8M0.1%$324.9KAdded$4.72M
Netflix IncNFLX249.8K$24M0.1%$302.1KAdded$12.2M
British Amern Tob Plc405.8K$23.7M0.1%$473.1KAdded$9.79M
Grupo Cibest Sa316.9K$23.1M0.1%$2.94MAdded$3.73M
Enbridge Inc411.8K$22.3M0.1%$1.94MAdded$6.77M
Wheaton Precious Metals Corp.WPM167.5K$21.9M0.1%$1.18MAdded$11.4M
Southern Copper Corp/SCCO127.5K$21.9M0.1%$2.7MAdded$4.76M
Imperial Oil LtdIMO166.8K$21.8M0.1%$6.23MAdded$8.52M
Companhia De Saneamento Basi713.9K$21.8M0.1%$1.65MAdded$15.2M
Eni S P A378.9K$21.5M0.1%$5.38MAdded$9.49M
Asml Holding N V16.1K$21.2M0.1%$2.52MCut$2.4M
Vodafone Group Plc New1.39M$20.9M0.1%$1.73MAdded$7.23M
Barclays Plc906.2K$19.2M0.1%−$3.71MAdded−$588.8K
Ryanair Holdings Plc331.5K$19.2M0.1%−$2.54MAdded$6.61M
Novartis Ag125.4K$19.2M0.1%$1.78MCut−$3.5M
Advanced Micro Devices IncAMD91.4K$18.6M0.1%−$859.6KAdded$1.44M
Baidu Inc164.1K$18.3M0.1%−$2.1MAdded$10.2M
Banco Bilbao Vizcaya Argenta838K$18.2M0.1%−$1.73MAdded$366.4K
Elbit Sys Ltd21K$17.9M0.1%$4.26MAdded$8.06M
Anheuser Busch Inbev Sa/Nv255K$17.7M0.1%New
Fomento Economico Mexicano S154.4K$17.1M0.1%$343.1KAdded$13.7M
Shinhan Financial Group Co L276.3K$16.9M0.1%New
Banco Macro Sa218.2K$16.9M0.1%−$1.33MAdded$6.5M
Micron Technology IncMU49.8K$16.8M0.1%$1.59MAdded$8.13M
Cisco Sys Inc213.4K$16.6M0.1%$127.6KAdded$6.23M
Takeda Pharmaceutical Co Ltd886.8K$16.4M0.1%New
Banco Santander Sa1.45M$16.4M0.1%−$741.9KAdded$5.04M
Costco Whsl Corp New16K$16M0.1%$727.4KAdded$11.3M
Sasol Ltd1.23M$16M0.1%New
Teva Pharmaceutical Inds Ltd525K$15.8M0.1%New
Canadian Pacific Kansas City186.2K$14.6M0.1%New
Atour Lifestyle Hldgs Ltd388.7K$14.3M0.1%−$1.19MCut−$1.39M
Tenaris S A240.5K$14M0.1%New
Raymond James Finl Inc94.3K$13.6M0.1%−$1.49MHeld
Rio Tinto Plc145.3K$13.6M0.1%$1.44MAdded$3.65M
AbbVie Inc.ABBV57.1K$12.4M0.1%−$394KAdded$4.23M
Embraer S.A.EMBJ199.5K$11.8M0.1%−$1.21MCut−$6.17M
Ase Technology Hldg Co Ltd532.6K$11.5M0.1%$2.57MCut$1.8M
Palantir Technologies Inc.PLTR78.6K$11.5M0.1%−$1.37MAdded$3.78M
Latam Airlines Group Sa229K$11.3M0.1%−$292.6KAdded$8.21M
Korea Elec Pwr Corp785.8K$11.2M0.1%−$1.44MAdded$1.28M
Lam Research CorpLRCX52.3K$11.2M0.1%New
Arcelormittal Sa Luxembourg199.9K$10.4M0.1%$955.4KCut−$737.8K
Netease Inc91.8K$10.3M0.1%−$3.27MCut−$5.3M
T-Mobile Us Inc48.8K$10.3M0.1%$201.1KAdded$4.42M
Totalenergies SeTTE102.5K$9.32M0.1%$1.31MAdded$5.77M
Intuit Inc.INTU20.7K$8.94M0.0%New
Allstate Corp42.8K$8.87M0.0%−$33.6KAdded$248.8K
Hasbro, Inc.HAS93.6K$8.76M0.0%$1.09MCut$350.2K
Linde PlcLIN17K$8.43M0.0%New
Ishares Tr86.6K$8.41M0.0%$91.5KAdded$416.9K
Cencora, Inc.COR26.4K$8.3M0.0%−$592.5KAdded−$174.7K
Altria Group, Inc.MO124.3K$8.21M0.0%$1.04MCut−$56.6K
Applied Matls Inc23.8K$8.12M0.0%$882.3KAdded$5.44M
Intel CorpINTC182.8K$8.06M0.0%$635.7KAdded$4.82M
Spdr Dow Jones Indl Average16.6K$7.7M0.0%−$289.1KCut−$26.8M
Quest Diagnostics IncDGX37K$7.25M0.0%$821.9KAdded$897.1K
Exelon CorpEXC139.5K$6.84M0.0%New
Eaton Corp PlcETN18.8K$6.72M0.0%$499.3KAdded$2.66M
Paccar IncPCAR57.9K$6.69M0.0%$345.3KAdded$377K
Steel Dynamics IncSTLD37.1K$6.69M0.0%$52.8KAdded$5.84M
Palo Alto Networks IncPANW41.6K$6.67M0.0%New
Slb Limited/NvSLB128.5K$6.6M0.0%New
Transalta Corp501K$6.56M0.0%New
Crh Plc50K$5.25M0.0%−$1MAdded−$687.9K
Cemex Sab De Cv454.3K$5.2M0.0%−$59.1KCut−$445.4K
Stryker CorpSYK15.6K$5.12M0.0%−$355.5KAdded−$339K
Rocket Lab CorpRKLB75.4K$4.84M0.0%−$330.9KAdded$676.6K
Exxon Mobil Corp27.6K$4.69M0.0%$1.36MCut$1.28M
Select Sector Spdr Tr92.1K$4.55M0.0%−$465.8KAdded−$176.5K
Select Sector Spdr Tr27.5K$4.45M0.0%$77.9KAdded$2.62M
Spdr Gold Tr7.75K$3.33M0.0%$263.2KCut−$1.98M
Proshares Tr85.9K$3.26M0.0%$150.1KAdded$411.2K
AST SpaceMobile, Inc.ASTS39.1K$3.24M0.0%$400.2KCut−$203.4K
Sk Telecom Co LtdSKM85K$2.49M0.0%New
Travelers Companies, Inc.TRV8K$2.33M0.0%$13KHeld
TKO Group Holdings, Inc.TKO11.2K$2.26M0.0%New
Amplify Etf Tr33.5K$1.5M0.0%$11.1KAdded$96.4K
Berkshire Hathaway Inc Del2.77K$1.33M0.0%−$64.9KCut−$614.3K
Johnson & JohnsonJNJ5.25K$1.28M0.0%$184.8KAdded$262K
Procter And Gamble CoPG8.66K$1.25M0.0%$14.9KCut−$148.9M
Workday, Inc.WDAY8.28K$1.08M0.0%New
Unitedhealth Group IncUNH3.88K$1.05M0.0%−$230.9KCut−$445.9K
Lockheed Martin CorpLMT1.63K$983.2K0.0%New
Parker-Hannifin CorpPH951$851.4K0.0%$14.8KAdded$49.8K
Ishares Tr1.72K$731.3K0.0%New
Regions Financial Corp New24.5K$640.9K0.0%−$24KCut−$242.3K
Abrdn Etfs22.2K$539.2K0.0%$90.9KAdded$166.2K
Pepsico IncPEP3.46K$537.3K0.0%$40.7KCut−$2.43M
Ge Aerospace1.84K$522.7K0.0%−$42.8KAdded−$21K
Cheniere Energy, Inc.LNG1.67K$472.7K0.0%$148.9KCut$146.4K
Texas Pacific Land Corporati900$427.1K0.0%New
GE Vernova Inc.GEV473$412.9K0.0%$97.2KAdded$123.3K
Constellation Energy CorpCEG1.41K$392.8K0.0%−$98.4KAdded−$76.9K
Select Sector Spdr Tr5.86K$358.7K0.0%New
Teledyne Technologies IncTDY558$337.6K0.0%$52.2KAdded$54.7K
Deere & CoDE575$324.1K0.0%$56.3KCut−$80.2K
Amplify Etf Tr11.7K$311.7K0.0%−$27.7KCut−$93K
Ishares Tr3.67K$273.4K0.0%New
Freeport-Mcmoran IncFCX4.55K$267.6K0.0%New
Schwab Strategic Tr10K$257.6K0.0%−$12.2KAdded−$1.19K
Marsh & Mclennan Cos Inc1.41K$244K0.0%−$16.9KAdded−$15.7K
Capital One Finl Corp1.3K$237.2K0.0%−$77.9KHeld
Emerson Elec Co1.76K$230.7K0.0%−$2.72KAdded$18.4K
Newmark Group, Inc.NMRK14.4K$215.1K0.0%−$33.7KCut−$155.1K
Aes CorpAES10K$140.9K0.0%−$2.5KHeld

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.